SSWM
KS
Sheets Smith Wealth Management’s KapStone Paper and Pack Corp. KS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-26,152
| Closed | -$866K | – | 286 |
|
|
2014
Q2 | $866K | Buy |
26,152
+7,601
| +41% | +$252K | 0.23% | 136 |
|
|
2014
Q1 | $535K | Buy |
18,551
+9,760
| +111% | +$27.9K | 0.15% | 170 |
|
|
2013
Q4 | $491K | Buy |
8,791
+509
| +6% | +$28.4K | 0.14% | 182 |
|
|
2013
Q3 | $354K | Buy |
+8,282
| New | +$354K | 0.12% | 187 |
|